We are thrilled about the opportunity to grow the presence of IWM Partners in the Inland Empire and will continue to build upon our firm’s tradition of excellence in retirement planning.
Fountain Valley, CA (PRWEB) January 31, 2013
Orange County wealth planning firm IWM Partners today announced it is opening a new office in Palm Desert as part of its continual growth in the Inland Empire and throughout California. The new Palm Desert office is located at 74-000 Country Club Drive, Unit C4 in Cornerstone Plaza and is in addition to its main location in Fountain Valley.
The new location reflects the Orange County financial consulting firm’s rapid growth and ability to assist more clients in creating a comprehensive financial plan, especially in regards to retirement planning. With the office opening, IWM Partners now has more than $150 million under management through LPL Financial, the nation’s largest independent broker/dealer.*
“We are thrilled about the opportunity to grow the presence of IWM Partners in the Inland Empire and will continue to build upon our firm’s tradition of excellence in retirement planning,” says IWM Partners financial advisor Shawn Hochuli.
“As we continue to expand our firm’s reach throughout California and the United States, our clients will receive the same unbiased guidance and customized solutions that our current clients have come to expect from us,” says IWM Partners financial advisor and CFP®, Michael Hernandez.
About IWM Partners
With more than 40 years combined experience and working with more than $150 million of brokerage and advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.
- As reported by Financial Planning magazine, June 1996-2012, based on total revenue
The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.